Tag: Investment analytics

One of my favorite quotations is George Santayana's, "Those who cannot remember the past are doomed to repeat it."

Exchange-traded funds are working their way into retirement plans, in a variety of interesting ways

While the demand for mutual funds remains strong, other solutions are gaining ground

DoL completes three-part package of disclosure regulations

How to draft and monitor an investment policy statement

Advisers share their preferences for building a plan investment lineup

The credit crunch has polarized investment allocations, setting records in Merrill Lynch's Survey of Fund Managers for July.

How to know what you don't know

Decide what kind of adviser you want to be, then evaluate the services of a broker/dealer

MetLife's latest Annual Employee Benefits Trends Study found that the workplace has become the dominant starting point for building a strong financial safety net

The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges

New products, highlights, announcements

Data show micro plans are not simply miniature replicas of the larger-plan space

Analytics tools and approaches that can help you keep up with today's portfolios

A recent paper suggests the economic times people live through have a significant impact on how they invest.

Fund fees expected to drop, study says

After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision: We bought...

Financial advisers concerned about market conditions

Court rules Smith Barney fund fees not too expensive

Micro plans offer good plan designs, but have room for improvement